KFP

KMG Fiduciary Partners Portfolio holdings

AUM $1.35B
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.28M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.26M

Top Sells

1
+$529K
2
+$388K
3
+$378K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$372K
5
TSLA icon
Tesla
TSLA
+$262K

Sector Composition

1 Technology 24.38%
2 Financials 10.17%
3 Communication Services 6.91%
4 Healthcare 6.07%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.15M 0.08%
44,622
177
$1.14M 0.08%
12,507
178
$1.1M 0.07%
8,485
179
$1.08M 0.07%
20,282
+6
180
$1.08M 0.07%
22,720
+1,310
181
$1.07M 0.07%
3,651
182
$1.07M 0.07%
10,516
-161
183
$1.06M 0.07%
24,522
-251
184
$1.04M 0.07%
26,206
-594
185
$1.04M 0.07%
10,375
+500
186
$1.02M 0.07%
10,928
187
$1.02M 0.07%
22,205
+514
188
$997K 0.07%
9,011
-132
189
$992K 0.07%
5,680
190
$986K 0.07%
16,784
191
$976K 0.07%
4,525
+100
192
$941K 0.06%
5,123
+223
193
$940K 0.06%
1,259
+8
194
$927K 0.06%
20,215
+1,743
195
$889K 0.06%
10,587
-196
196
$864K 0.06%
3,610
197
$858K 0.06%
71,772
-4,728
198
$857K 0.06%
12,944
+377
199
$849K 0.06%
8,855
200
$842K 0.06%
16,419
+1,204
6 7
8
9 10